oto.cx

← use cases · construction · sales and quotes

Qualifying prospects with public data

Know who has a project right now, before you call.

read for
this case applies to construction · saas · publishing & culture · consulting · it reads in each one's own words
your agent otooto connected
Find the companies in my area with a project underway, and the person to call.
ooto · French company data · searchdone
$ fr_search --zone 28 --effectif 10-250
→ 146 active companies
ooto · French company data · eventsdone
$ fr_events --depuis 90j
→ 23 with a recent signal
23 accounts to call first, ranked by signal: new establishment, change of leadership, growing accounts. Each record carries its source and its contact.
illustrative scene · no client names
today

Jobs found by word of mouth, and the area's permits that no one reads.

Jobs come in by word of mouth; the building permits filed in your area go by without anyone looking at them.

with the agent

A short list, ranked by signal, with the right contact.

It cross-references the company register, published accounts, legal notices and local data to qualify each account, then ranks the list by recent signal.

for example, constructionEvery Monday, the building permits and works declarations filed in the department, with the project owner and the nature of the works.

  1. 01Frame the target. Area, size, activity: the criteria are written once.
  2. 02Find the accounts. Company register, active establishments, headcount.
  3. 03Read the signals. Published accounts, legal notices, permits, hiring.
  4. 04Rank and source. Each account with its signal, its source, and its contact.

it readsFrench company dataland registryplanning recordsoto tables

what comes out

A qualified, prioritized pipeline, every piece of information sourced.

to call · mondaysample
permit · 14 housing unitssignal
declaration · re-roofingsignal
new establishmentrecent
the gain

Useful prospects instead of a list, and calling time spent on the right accounts.

To get started: Define the area and the criteria.

try it on a real case →
also worth reading

more cases: sales and quotes

Quote from a site survey

what you deal with

Hours spent picking work items and re-entering everything in the software.

what the agent does

A file ready to import, with the assumptions listed for review.

quote · to importwhat comes out
tile roofingderived
ridgemeasured
vergesderived
see the case in detail →

Preparing for a client or partner meeting

what you deal with

A client visit where you've forgotten the first conversation.

what the agent does

The day before a visit, a page with the original request, the photos sent, site access, and the questions to ask.

meeting · tomorrowwhat comes out
history3 quotes
open pointdeposit
see the case in detail →

your case

tell us what you'd rather stop doing.

we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.

write to alexis →reply within 48 h, in english or french.